Foundation Wealth Management, Llc\Pa Schwab Intermediate Term Us Tr Transaction History

Foundation Wealth Management, Llc\Pa

  • $276 Billion
  • Q4 2025

A detailed history of Foundation Wealth Management, Llc\Pa transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 423,222 shares of SCHR stock, worth $10.6 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
423,222
Previous 347,192 21.9%
Holding current value
$10.6 Million
Previous $8.72 Billion 21.66%
% of portfolio
3.85%
Previous 3.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$25.03 - $25.34 $1.9 Million - $1.93 Million
76,030 Added 21.9%
423,222 $10.6 Billion
Q3 2025

Oct 20, 2025
BUY
$24.69 - $25.26 $2.08 Million - $2.13 Million
84,367 Added 32.1%
347,192 $8.72 Billion
Q2 2025

Aug 11, 2025
BUY
$24.54 - $25.07 $170,700 - $174,386
6,956 Added 2.72%
262,825 $6.58 Billion
Q1 2025

Apr 22, 2025
BUY
$24.05 - $24.86 $512,048 - $529,294
21,291 Added 9.08%
255,869 $6.36 Billion
Q4 2024

Feb 11, 2025
BUY
$24.19 - $50.58 $5.67 Million - $11.9 Million
234,578 New
234,578 $5.7 Billion

Others Institutions Holding SCHR

# of Institutions
518
Shares Held
390M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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